Schedule a no-obligation 5-10 minute phone call with Core Financial to see if you qualify for a second opinion on your retirement income strategy.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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Core Financial

We help create financial strategies for people in or nearing retirement that are designed to give them confidence in their financial future.

Core Financial
Core Financial
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Core Financial proudly serves the Albuquerque, NM area.

Since 1988, Core Financial has been working with friends and neighbors throughout the greater Albuquerque area to help them work towards their financial goals through the use of insurance and investment products. We are rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

COULD YOUR TAX BILL IN RETIREMENT BE
TOO BIG?

Find out in 30 seconds!

Learn More!
Our goal is to build positive long term relationships with our clients, helping them plan for their financial future.
Core Financial

Market Fluctuations & Economic Uncertainty Challenges

It may take more than just market performance to provide you with the confidence you deserve for your financial future. That’s why we are committed to earning your trust by thoroughly understanding your goals and dreams and helping you feel confident in your financial strategies.

With Core Financial, helping you meet your financial needs is our first priority. It's our responsibility to evaluate and assess your financial situation and only make recommendations that meet your financial needs and goals, and we are committed to doing so with integrity and transparency.


Contact Us Today

Contact us at info@corefinancialnm.com or call us at (505) 821-5566 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

taxes kit

Download the guide

Are you paying too much in taxes in retirement?

This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:

  • The different types of retirement accounts
  • Why tax laws are ever-changing
  • Options for tax deductions in retirement
Download Now!


The Core Financial Retirement Show · The Core Financial Retirement Show

Can your portfolio handle the stress of retirement? - Portfolio Stress Test

Get a full understanding of the amount of risk, fees and loss exposure within your current portfolio.
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

    • Privacy Policy | Terms & Conditions | Form CRS

    Insurance products are offered through the insurance business Core Financial. Core Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a registered investment adviser. AEWM does not offer insurance products. The insurance products offered by Core Financial are not subject to investment adviser requirements.

    Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

    Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

    The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 3930411 - 7/24